Kades & Cheifetz’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $350K | Buy |
1,584
+5
| +0.3% | +$1.11K | 0.18% | 81 |
|
|
2024
Q3 | $349K | Buy |
1,579
+6
| +0.4% | +$1.33K | 0.2% | 74 |
|
|
2024
Q2 | $319K | Buy |
1,573
+4
| +0.3% | +$812 | 0.2% | 75 |
|
|
2024
Q1 | $330K | Buy |
1,569
+91
| +6% | +$19.1K | 0.21% | 72 |
|
|
2023
Q4 | $297K | Buy |
1,478
+12
| +0.8% | +$2.41K | 0.21% | 69 |
|
|
2023
Q3 | $259K | Hold |
1,466
| – | – | 0.21% | 65 |
|
|
2023
Q2 | $274K | Buy |
1,466
+22
| +2% | +$4.12K | 0.21% | 67 |
|
|
2023
Q1 | $258K | Hold |
1,444
| – | – | 0.2% | 70 |
|
|
2022
Q4 | $252K | Buy |
+1,444
| New | +$252K | 0.21% | 69 |
|